RWP

Revolve Wealth Partners Portfolio holdings

AUM $834M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.84M
3
+$1.82M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$1.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.25M

Top Sells

1
+$1.1M
2
+$339K
3
+$337K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$320K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$288K

Sector Composition

1 Technology 5.49%
2 Healthcare 3.92%
3 Consumer Discretionary 3.58%
4 Financials 2.42%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.76%
4,521
+42
27
$2.23M 0.75%
13,541
+1,168
28
$2.15M 0.72%
12,582
+114
29
$2.13M 0.71%
+30,270
30
$2.01M 0.67%
122,273
+5,398
31
$2M 0.67%
5,588
-449
32
$1.93M 0.65%
53,104
-1,880
33
$1.89M 0.63%
8,979
+1,059
34
$1.87M 0.62%
8,741
+699
35
$1.66M 0.55%
4,135
-104
36
$1.62M 0.54%
73,011
+11,304
37
$1.61M 0.54%
31,570
-5,649
38
$1.43M 0.48%
5,353
-102
39
$1.41M 0.47%
7,950
-331
40
$1.4M 0.47%
4,929
-205
41
$1.35M 0.45%
4,104
-387
42
$1.34M 0.45%
8,192
+207
43
$1.31M 0.44%
26,106
-21,853
44
$1.26M 0.42%
47,872
+27,717
45
$1.23M 0.41%
9,078
-597
46
$1.15M 0.39%
11,235
-556
47
$1.15M 0.38%
4,299
+160
48
$1.1M 0.37%
10,539
+1,769
49
$1.03M 0.34%
10,747
+1,007
50
$1.01M 0.34%
26,155
-60
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